Industry News

Surveys/Studies
OCIOs Favor PE, Credit Allocations For Nonprofit Portfolios: Study

Private equity and credit stand poised to continue dominating nonprofit mandates for the next year to two years, according to a new study of outsourced cio providers.

12.20.23
People Moves
Investment Advisor Adds Central Regional Director

The firm added a central regional director to work with nonprofit and institutional clients, providing them with investment advisory, asset allocation and portfolio construction services.

12.20.23
People Moves
Western University Adds Four Alumni To Board Of Trustees

The university elected four alumni to join its board of trustees, including two investment professionals, at the start of this quarter.

12.20.23
Industry News
Wealth & Investment Advisor Acquires Retirement Plan Consultant

The Boston-based firm has agreed to acquire a retirement plan consultant focused on the New England region.

12.20.23
Private Equity
Special Situations PE Mgr. Closes Strategy Above Hard Cap

The firm closed it latest strategy above its target at its hard cap of $275 million.

12.20.23
Industry News
Aon To Acquire NFP Retirement

Global professional services firm Aon has agreed to acquire NFP Retirement.

12.20.23
People Moves
Acadian Taps New CEO

The firm promoted its chief marketing officer to take over the ceo role.

12.20.23
Industry News
Clearhaven Partners Closes Sophomore Fund

Clearhaven Partners has closed its second fund at more than $580 million.

12.20.23
People Moves
Investment & Wealth Manager Adds Senior V.P., Senior Investment Advisor

The financial services company hired a senior v.p. and senior investment advisor to provide investment management for nonprofit organizations, individuals and pension plans and work with clients to establish appropriate investment strategies.

12.20.23
People Moves
Southern Institution Eyes Analyst To Support Investment Operations

The university is searching for an investment operations analyst to provide reporting, benchmark analysis, endowment return allocation and communications with investment managers.

12.20.23